Eastern Bank’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Eastern Bank’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.7K	Hold	356	–	–	﹤0.01%	607
2026 Q1	$43.1K	Hold	356	–	–	﹤0.01%	596
2025 Q4	$45.9K	Hold	356	–	–	﹤0.01%	587
2025 Q3	$44.8K	Hold	356	–	–	﹤0.01%	582
2025 Q2	$41.4K	Hold	356	–	–	﹤0.01%	575
2025 Q1	$36.5K	Sell	356 -181	-34%	-$19.7K	﹤0.01%	590
2024 Q4	$59.2K	Hold	537	–	–	﹤0.01%	545
2024 Q3	$58.4K	Buy	+537	New	+$56.3K	﹤0.01%	541
2020 Q2	–	Sell	-54,268	Closed	-$2.64M	–	186
2020 Q1	$2.64M	Buy	+54,268	New	+$3.12M	0.2%	83
2019 Q2	–	Sell	-48,514	Closed	-$2.56M	–	204
2019 Q1	$2.56M	Buy	+48,514	New	+$2.46M	0.17%	91

Other funds holding DSI

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return